Calculate Prepayments and Archive Periodic Payroll Results
You must run a set of post-payroll processes after running payroll. This is a prerequisite to run the other payroll process such as payments processing, generating payslips, and regulatory reporting.
You need to run these processes:
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Calculate Prepayments
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Archive Periodic Payroll Results
Calculate Prepayments
To run the calculate prepayments process:
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Select the Submit a Process or Report task.
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Select the LDG for which the process is being run.
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Select the flow pattern Calculate Prepayments:
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Enter the required parameters to run the report:
Parameter
Value
Payroll Flow
Identifier for the process. You must enter a value each time the process is executed. You can choose any format to describe the payroll flow.
Payroll
Payroll definition for which payroll is to be run
Process Start Date
Start date of the process for which the prepayment is run.
Note: To ensure all balance adjustments are considered in the FPS, the Process Start Date should always be the first day of the tax year (06 Apr), each time this prepayment process is run for employee processing.Process End Date
End date of the process for which the prepayment is run
Note: When reconciling the FPS audit report with, for example, the GTN report, the GTN is run for a period and the FPS is run for a prepayment. These may not reconcile. They should reconcile if the prepayment covers only 1 run in the period. -
Click Next.
Specify the flow interaction range and schedule the process date and time if required. Review the details before you submit the process.
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Click Submit.
Verify the process completion and view the generated report.
Note: A message appears to verify the payroll flow. If the process is complete, you can view the report. -
Review the results at the person- level.
Archive Periodic Payroll Results
You can select the Archive Periodic Payroll Results flow pattern using the Submit a Process or Report task. The steps required to run this flow pattern are the same as described for calculate prepayments flow pattern.